Original filing (PDF)20250522162804NAL0002848225001

MARC E. LEWIS, MD, LLC

Name: MARC E. LEWIS, MD, LLC — HILLSBORO CLINIC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARC E. LEWIS, MD, LLC

Form 5500-SF

FILING_RECEIVED

HILLSBORO CLINIC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARC E. LEWIS, MD, LLC.

Plan sponsor

Name

MARC E. LEWIS, MD, LLC

DBA

HILLSBORO CLINIC

EIN

11-3650756

Address

356 SE 9TH AVENUE · HILLSBORO, OR · 97123

Phone

(503) 681-4366

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

3B · Covers self-employed individuals

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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